Retirement
Save for retirement and prepare for how you'll spend your money once you retire.
What to Know About the Five-Year Rule for Roths
There are actually several versions of the five-year rule governing Roth accounts, some of which overlap, and falling afoul of any of them could trigger additional taxes and penalties.
4 Steps to Navigate Medicare Open Enrollment
Medicare open enrollment—which runs from October 15 through December 7 this year—is your chance to check in on your Medicare plan and, if needed, change it.
The Backdoor Roth: Is It Right for You?
If your income is too high to contribute to a Roth IRA, there's another way in—but it comes with some caveats.
Tax-Saving Moves You Can Make Before Year-End
From maximizing tax-advantaged savings accounts to donating to charity, here are strategic tax moves to consider before year-end.
Should You Save for Retirement or Pay Off Student Loans?
Just because you have student loans to pay off doesn't mean you should put investing on hold to do it—you don't have to prioritize one over the other.
What Is an HSA?
Being young and healthy is no reason to not sign up for a health savings account (HSA) if your company offers it. In fact, it's one of the main reasons why you should.
401(k) Hardship Withdrawals vs. Loans
Should the worst come to pass, could you consider tapping the savings in your 401(k)? Here's what to know about hardship withdrawals and 401(k) loans.
The Most Important Ages of Retirement
Retirement is a series of milestones that arrive as you age. Here are the ones you should know about.
What is a 401(k) and How Does It Work?
Learn how 401(k) retirement plans work and get answers to questions on contribution limits, distributions, and more.
9 Things Every Retired Person Should Do
The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.